Clarus Wealth Advisors’s Novartis NVS Stock Holding History

Clarus Wealth Advisors’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,881	Closed	-$511K	–	160
2019 Q3	$511K	Buy	5,881 +5,026	+588%	+$451K	0.37%	61
2019 Q2	$78K	Sell	855 -99	-10%	-$8.38K	0.06%	231
2019 Q1	$82K	Buy	954 +10	+1%	+$803	0.06%	224
2018 Q4	$73K	Hold	944	–	–	0.11%	211
2018 Q3	$73K	Buy	944 +17	+2%	+$1.26K	0.05%	244
2018 Q2	$67K	Buy	+927	New	+$64K	0.05%	240

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Clarus Wealth Advisors's NVS Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Novartis (NVS) in Q4 2019, closing a stake of 5,881 shares — an estimated $511K sold.

Clarus Wealth Advisors first reported a position in NVS in Q2 2018 and held it in 6 quarters. The position peaked at $511K in Q3 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Clarus Wealth Advisors reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 5,881 Novartis shares in Q4 2019, an estimated $511K.
Clarus Wealth Advisors first reported a position in Novartis in Q2 2018 and held it in 6 quarters.
Clarus Wealth Advisors's Novartis position peaked at $511K in Q3 2019.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.